Jacob Baxter (CRD# 7170221) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Brookfield, WI and has over 4 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elmbrook School District | Brookfield, WI | Feb 2023 - Current | 1 |
| Elmbrook Youth Hockey Association | Brookfield, WI | Dec 2020 - Current | 3 |
| Mwa Financial Services Inc. | Rock Island, IL | Sep 2019 - Current | 4 |
| Modern Woodmen Of America | Rock Island, IL | Aug 2019 - Current | 4 |
| Olive Garden | Duluth, MN | Nov 2016 - May 2019 | 2 |
| University Of Minnesota - Duluth | Duluth, MN | Aug 2015 - May 2019 | 3 |
| Green Mill | Duluth, MN | May 2018 - Dec 2018 | < 1 |
| American Ice | Mercer, WI | May 2015 - Sep 2017 | 2 |
| The Hideaway | Mercer, WI | Jun 2008 - Sep 2017 | 9 |
| Subway | Mercer, WI | Jul 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CA
- IL
- MN
- TX
- WI
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Total Assets Under Management216MILLIONS
-
Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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